Director of Financial Planning & Analysis

Description

The Director of FP&A will lead financial planning, forecasting, and analysis across CFI’s business units. This role is responsible for driving strategic insights, supporting decision-making, and enhancing financial performance through data-driven analysis. The Director will collaborate closely with the CFO, and business leaders to align financial strategies with organizational goals.

RESPONSIBLITIES

• Lead the development of annual budgets, long-range plans, and rolling forecasts.
• Analyze financial results and provide actionable insights to senior leadership.
• Develop and maintain driver-based financial models to support strategic initiatives and investment decisions.
• Consolidate and analyze group-wide P&L, cash flow, and balance sheet forecasts.
• Prepare and present monthly and quarterly business reviews.
• Support M&A activities including due diligence and integration planning.
• Mentor and develop FP&A team members, fostering a culture of accountability and excellence.
• Prepare financial dashboards, KPIs, and management reporting packages for executive and board review.
• Partner with Sales and Operations to evaluate pricing strategies, cost initiatives, and capital investments.
• Conduct special projects including customer/product profitability, working capital optimization, and scenario planning.
• Deliver meaningful insights into profitability, margin performance, and cost structure.
• Partner with business unit leaders to evaluate performance, identify risks, and recommend improvements.
  
  

Requirements

QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).
• 8+ years of progressive experience in FP&A, with at least 3 years in a leadership role.
• Strong analytical skills and proficiency in financial modeling and forecasting.
• Experience in manufacturing or industrial sectors preferred.
• Excellent communication and presentation skills.
• Ability to work cross-functionally and influence stakeholders at all levels.
• Leadership attributes.
• Strategic thinker with a hands-on approach.
• Collaborative and adaptable in a dynamic environment.
• High integrity and commitment to organizational values.
• Proven ability to lead through change and drive results.
  
  

Essential Competencies

• Strategic thinker with a hands-on approach.
• Collaborative and adaptable in a dynamic environment.
• High integrity and commitment to organizational values.
• Proven ability to lead through change and drive results.
• Problem-solving skills with a strategic mindset.
  
  

PHYSICAL & MENTAL DEMANDS

• This is a primarily sedentary position involving long periods of sitting and working on a computer in a climate-controlled environment. Frequently required to sit, stand, bend, stoop, walk, talk, or hear. Uses hands to finger, handle, or touch objects or controls.
• Ability to type on a keyboard and use a mouse to gather and input job information on a computer. Moderate to advanced skills in Excel, ERP systems, and fixed asset software required.
• Reading and comprehension. Ability to interpret and analyze data from company generated, industry, and financial reports. Evaluate and analyze international currency data.
• Responsibilities require the ability to complete moderately complex mathematical computations, budgeting, financial closures, forecasting, and foreign currency conversions.
• Regular and reliable attendance.
  
  

WORKING ENVIRONMENT

• Computer/sedentary position.
• Intermittently will have to go onto the production floor resulting in exposure to loud noises, sparks, fumes, chemicals, and heavy equipment.
• The position will mainly be in a temperature control office space.
• May lift, push or pull up to 25 pounds on rare occasion.
• Occasional international travel may be required.
  
  

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WHY TRICON?

Employee Programs

• Wellness Incentive Platform
• Safety Shoe & Prescription Safety Glasses
• Employee Apparel
• Employee Events (Summer Picnic, Appreciation Luncheons)
  
  

Work Life Balance

• Paid Time Off
• Expanded Personal/Sick Time
• 10 Paid Holidays
  
  

Career Growth

• Tuition Reimbursement
• Youth & State Apprentice Programs
  
  

Benefits (Effective 1st Day Of Month Following Hire Date)

• Health, Dental & Vision Options
• HSA, FSA & DCSA Options
• Company Paid Life Insurance, AD&D Insurance, Short-Term & Long-Term Disability Insurance
• Employee Assistance Program
• Telehealth Program (Includes Mental Health & Dermatology)
• Pet Insurance
• Identity Theft Insurance
• Wellness Program
• 401K & Generous Company Match Program